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Monterey Private Wealth’s Planet Labs PL Stock Holding History

Monterey Private Wealth’s Portfolio PL Stock Details PL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,000
Closed -$40.4K – 149
2024
Q4 		$40.4K Buy
+10,000
New +$31K 0.01% 141

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Monterey Private Wealth's PL Position: Q1 2025 in Review

Monterey Private Wealth sold out of Planet Labs (PL) in Q1 2025, closing a stake of 10,000 shares — an estimated $40.4K sold.

Monterey Private Wealth first reported a position in PL in Q4 2024 and held it in 1 quarter. The position peaked at $40.4K in Q4 2024. 214 funds tracked by Wall St. Rank hold PL as of Q1 2025.

  • Monterey Private Wealth reported no remaining Planet Labs position as of Q1 2025 after selling out during the quarter.
  • Monterey Private Wealth sold 10,000 Planet Labs shares in Q1 2025, an estimated $40.4K.
  • Monterey Private Wealth first reported a position in Planet Labs in Q4 2024 and held it in 1 quarter.
  • Monterey Private Wealth's Planet Labs position peaked at $40.4K in Q4 2024.
  • 214 funds tracked by Wall St. Rank held Planet Labs as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.